From Lee MartinI’d like to enlighten you again on the benefits of the client management system, MortgageStream. I have just installed the PhoneStream system as an add on to the administration system. I wish all systems were as easy to set up and use. I just plugged it in and now have a system to record all conversations with everyone connected with any case, and save it automatically against the client file. Imagine my joy when I receive the mortgage offer and call the client, verifying they are happy and wish to proceedâ¦. all their comments saved forever. Later they may call and say “Hey, you didn’t tell meâ¦” and I can, “Yes I did. Listen…” Click, burr… Seriously, if you want to protect yourself against unfounded criticism or complaints, get this now. It will pay for itself.
- Top trends
- Top trends
M&G has launched its M&G Property Portfolio on November 8. The fund will be managed by M&G and will draw on the resources and expertise of Prudential Property Investment Managers.
Voting in Pink Home Loans’ 1000 Index has now closed which means a lucky winner has been chosen for expressing their views on industry issues in the survey. Kerry Megginson of Brideshead Independent in Malton was independently selected as the recipient of 250 in gift vouchers for taking part in the survey.
Two Kensington estate agents have been fined more than 18,000 for littering the streets with fake to-let boards. Andrew Chard and Barry Manners, directors of Chard Estate Agents, pleaded guilty to eight charges of flyboarding at West London magistrates court. Trading standards discovered the flats Chard was claiming to represent were not available to let […]
Moneyquest, the telephone and online mortgage, insurance and loan brokers, appointed Angus McSween as its first chairman.McSween, chief executive officer of web security company Iomart and current holder of the Glenfiddich Spirit of Scotland Award for Business, will oversee Moneyquests two-year expansion plan and drive towards AIM listing.Moneyquest revealed the appointment at its 16th birthday […]
Fees under pressure. Regulatory moves against closet indexers. Rapid advances in financial technology. Shifting sentiment among investors. Such mounting challenges have led to widespread speculation about active management’s shrinking future. But a closer look inside intelligent portfolio construction today tells a story of expanding roles, added value, and innovative risk-adjusted, lower-cost solutions. Four investment experts […]
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